Melissa Levesque

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-10-19
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Equity Services, Inc.	Houston	TX	12/2016	10/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	11/2017	04/2019
Bank Of America, N.A.	Houston	TX	11/2017	04/2019
Tdecu	Houston	TX	05/2019	12/2019
Lpl Financial Llc	Houston	TX	05/2019	12/2019
Jpmorgan Chase Bank, N.A.	Houston	TX	01/2020	11/2020
J.P. Morgan Securities Llc	Houston	TX	01/2020	11/2020
Innovative Premier Financial Services	Dallas	TX	03/2016	11/2017
Sequent Planning, Llc	Houston	TX	02/2021	06/2021
Futurity First Insurance Group	Houston	TX	02/2021	06/2021
Fidelity Investments	Westlake	TX	07/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2016 → 10/2017

Equity Services, Inc.

Houston, TX
11/2017 → 04/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
11/2017 → 04/2019

Bank Of America, N.A.

Houston, TX
05/2019 → 12/2019

Tdecu

Houston, TX
05/2019 → 12/2019

Lpl Financial Llc

Houston, TX
01/2020 → 11/2020

Jpmorgan Chase Bank, N.A.

Houston, TX
01/2020 → 11/2020

J.P. Morgan Securities Llc

Houston, TX
03/2016 → 11/2017

Innovative Premier Financial Services

Dallas, TX
02/2021 → 06/2021

Sequent Planning, Llc

Houston, TX
02/2021 → 06/2021

Futurity First Insurance Group

Houston, TX
07/2021 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

2021-09-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX
2021-02-18 → 2021-06-18

Sequent Planning, Llc

Omaha, NE

Houston, TX
2020-03-02 → 2020-11-20

J.P. Morgan Securities Llc

Houston, TX
2019-05-20 → 2019-12-26

Lpl Financial Llc

Houston, TX
2018-04-27 → 2019-04-17

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-04-26